Q1 2025 |
98 |
$231M |
+$24.3M |
-$1.87M |
+$22.5M |
BRKB, AMZN, AAPL, CHRD, TJX
|
13F-HR |
4/11/2025, 10:31 AM |
Q4 2024 |
93 |
$218M |
+$14.9M |
-$5.9M |
+$9M |
BRKB, AMZN, AAPL, CHRD, TJX
|
13F-HR |
1/21/2025, 02:39 PM |
Q3 2024 |
90 |
$207M |
+$15.4M |
-$11.9M |
+$3.53M |
BRKB, AMZN, AAPL, CHRD, DINO
|
13F-HR |
10/15/2024, 11:16 AM |
Q2 2024 |
93 |
$197M |
+$11.1M |
-$1.87M |
+$9.25M |
BRKB, AMZN, AAPL, DINO, MSFT
|
13F-HR |
7/10/2024, 09:00 AM |
Q1 2024 |
90 |
$182M |
+$23.5M |
-$4.13M |
+$19.4M |
BRKB, AMZN, DINO, AAPL, SHV
|
13F-HR |
4/15/2024, 08:59 AM |
Q4 2023 |
76 |
$152M |
+$14.3M |
-$10.9M |
+$3.47M |
BRKB, AMZN, AAPL, DINO, SHV
|
13F-HR |
1/11/2024, 12:30 PM |
Q3 2023 |
72 |
$139M |
+$7.97M |
-$1.63M |
+$6.33M |
BRKB, AMZN, AAPL, HEP, SHV
|
13F-HR |
10/16/2023, 08:30 AM |
Q2 2023 |
72 |
$138M |
+$5.49M |
-$9.51M |
-$4.02M |
BRKB, AMZN, AAPL, SHV, HEP
|
13F-HR |
7/24/2023, 08:13 AM |
Q1 2023 |
71 |
$140M |
+$2.81M |
-$13.3M |
-$10.5M |
BRKB, AAPL, SHV, AMZN, HEP
|
13F-HR |
4/17/2023, 01:37 PM |
Q4 2022 |
72 |
$151M |
+$5.23M |
-$6.6M |
-$1.37M |
BRKB, SHV, HEP, AAPL, AMZN
|
13F-HR |
1/23/2023, 07:24 AM |
Q3 2022 |
67 |
$144M |
+$6.68M |
-$5.73M |
+$947K |
BRKB, SHV, AAPL, AMZN, HEP
|
13F-HR |
10/19/2022, 11:04 AM |
Q2 2022 |
67 |
$153M |
+$27.9M |
-$2.08M |
+$25.9M |
BRKB, SHV, DINO, AAPL, AMZN
|
13F-HR |
7/25/2022, 09:19 AM |
Q1 2022 |
71 |
$155M |
+$20.4M |
-$1.64M |
+$18.7M |
BRKB, AAPL, AMZN, SHV, HEP
|
13F-HR |
5/4/2022, 10:08 AM |
Q4 2021 |
73 |
$161M |
+$15.1M |
-$5.3M |
+$9.76M |
BRKB, HFC, AAPL, AMZN, T
|
13F-HR |
1/19/2022, 01:31 PM |
Q3 2021 |
76 |
$166M |
+$9.16M |
-$9.88M |
-$727K |
BRKB, HFC, AMZN, AAPL, TIP
|
13F-HR |
10/25/2021, 09:16 AM |
Q2 2021 |
78 |
$165M |
+$9.63M |
-$5.45M |
+$4.18M |
BRKB, HFC, AAPL, AMZN, TIP
|
13F-HR |
7/19/2021, 11:21 AM |
Q1 2021 |
74 |
$157M |
+$16.1M |
-$6.14M |
+$9.93M |
BRKB, HFC, AAPL, WBA, HEP
|
13F-HR |
4/19/2021, 12:22 PM |
Q4 2020 |
67 |
$129M |
+$10.2M |
-$2.48M |
+$7.75M |
BRKB, HFC, AAPL, WBA, PFF
|
13F-HR |
1/20/2021, 11:05 AM |
Q3 2020 |
64 |
$106M |
+$23.9M |
-$213K |
+$23.7M |
BRKB, AAPL, HFC, AMZN, PFF
|
13F-HR |
10/13/2020, 09:50 AM |
Q2 2020 |
58 |
$89.6M |
+$12.9M |
-$5.45M |
+$7.47M |
HFC, AAPL, BRKB, PFF, AMZN
|
13F-HR |
8/3/2020, 11:51 AM |
Q1 2020 |
53 |
$74.6M |
+$23.5M |
-$19.2M |
+$4.28M |
BRKB, HFC, PFF, AAPL, T
|
13F-HR |
5/4/2020, 10:00 AM |
Q4 2019 |
48 |
$81.3M |
|
|
|
SCHO, BRKB, T, HFC, MINT
|
13F-HR |
1/22/2020, 08:23 AM |